Find the task worth improving.
A one-workflow canvas for choosing a useful, bounded next step.
Field guide · 30 minutes. Free to use with your team. Bring it to: Leadership teams, internal champions and workflow owners
The AI Opportunity Canvas
Start with the work, not the tool. This canvas helps you define a specific task, the people involved and the conditions a useful improvement would have to meet. It is designed to open a good discussion, not generate an automatic recommendation.
Notes stay on this page. They are not sent or saved.
Define the actual task
Describe the task in one sentence. What starts it, what finishes it, and who uses the result?
Find the friction
Where does time or attention go today? Include checking, copying, waiting, corrections and exceptions.
Map the information
What sources are needed? Are they accessible, current and approved for the intended use? Who owns them?
Describe a useful result
What would improve, and how would you recognise it? Keep the outcome separate from the features of a possible tool.
Set the boundaries
Which decisions stay with a person? What must not be automated? Consider a simpler process or conventional automation too.
Choose a small next step
Name the owner, the test, the evidence required and the date for a decision. What would make you continue, revise or stop?
The next decision
A useful opportunity has a real task, a responsible owner and a way to test the difference. It does not need to sound impressive.
Useful on paper. Better in practice.
Bring the completed guide to a conversation about your team’s work.
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